Brian Minkler (CRD# 6487498) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Redondo Beach, CA and has over 8 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pensionmark Securities, LLC | Santa Barbara, CA | Mar 2021 - Current | 3 |
| Pensionmark Financial Group, LLC | Santa Barbara, CA | Mar 2021 - Current | 3 |
| Sequoia Consulting Group | San Mateo, CA | Jan 2021 - Current | 3 |
| Adp Broker-dealer, Inc. | Long Beach, CA | May 2015 - Jan 2021 | 5 |
| Adp LLC | Long Beach, CA | Jul 2008 - Jan 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- CA
- TX
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Total Assets Under Management37,760MILLIONS
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Total Number of Accounts11,973ACCOUNTS
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Average Account Value$3,153,743
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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